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754 hedge funds and large institutions have $16B invested in Kroger in 2017 Q2 according to their latest regulatory filings, with 104 funds opening new positions, 300 increasing their positions, 277 reducing their positions, and 122 closing their positions.

New
Increased
Maintained
Reduced
Closed

8% more repeat investments, than reductions

Existing positions increased: 300 | Existing positions reduced: 277

4% more call options, than puts

Call options by funds: $251M | Put options by funds: $241M

2.4% less ownership

Funds ownership: 78.61%76.21% (-2.4%)

3% less funds holding

Funds holding: 780754 (-26)

15% less first-time investments, than exits

New positions opened: 104 | Existing positions closed: 122

25% less capital invested

Capital invested by funds: $21.2B → $16B (-$5.23B)

50% less funds holding in top 10

Funds holding in top 10: 105 (-5)

Holders
754
Holders Change
-26
Holders Change %
-3.33%
% of All Funds
18.8%
Holding in Top 10
5
Holding in Top 10 Change
-5
Holding in Top 10 Change %
-50%
% of All Funds
0.12%
New
104
Increased
300
Reduced
277
Closed
122
Calls
$251M
Puts
$241M
Net Calls
+$9.78M
Net Calls Change
-$23.8M
Name Holding Trade Value Shares
Change
Change in
Stake
CHP
676
Cable Hill Partners
Oregon
$26K -$2.84K -100 -8%
HI
677
Hudock Inc
Pennsylvania
$24K +$6.75K +238 +29%
NIC
678
Northwest Investment Counselors
Oregon
$24K +$28.6K +1,008 New
ST
679
Smithfield Trust
Pennsylvania
$23K -$36.2K -1,275 -57%
ASN
680
Advisory Services Network
Georgia
$23K +$57 +2 +0.2%
CBT
681
Capital Bank & Trust
California
$23K +$28.1K +989 New
CT
682
Clearstead Trust
Maine
$23K +$28.4K +1,000 New
ZB
683
Zions Bancorporation
Utah
$22K -$6.04K -213 -18%
CWM
684
Cranbrook Wealth Management
Michigan
$22K
OSNBOA
685
Old Second National Bank of Aurora
Illinois
$22K
TC
686
Trust Company
Kansas
$22K
MBT
687
Monroe Bank & Trust
Michigan
$21K
TRCT
688
Tower Research Capital (TRC)
New York
$21K +$6.84K +241 +36%
CAL
689
Capital Analysts LLC
Pennsylvania
$17.5K
FCB
690
First Command Bank
Texas
$17K -$11.3K -400 -36%
FCFS
691
First Command Financial Services
Texas
$17K -$11.3K -400 -36%
WEC
692
Winslow Evans & Crocker
Massachusetts
$16.7K
EFSCE
693
Enterprise Financial Services Corp (EFSC)
Missouri
$16K -$3.52K -124 -15%
MLFP
694
MPS Loria Financial Planners
Illinois
$16K +$19.4K +685 New
MAM
695
Magellan Asset Management
Australia
$15K -$21K -740 -54%
CFA
696
Carroll Financial Associates
North Carolina
$15K -$14.6K -513 -44%
OFS
697
Orrstown Financial Services
Pennsylvania
$15K -$1.99K -70 -10%
CCM
698
Cribstone Capital Management
Maine
$14K
WOC
699
West Oak Capital
California
$12.4K -$15.1K -532 -50%
SFFS
700
Stonehage Fleming Financial Services
Jersey
$12K -$1.02M -36,000 -99%

KR Hedge Fund Activity: Q2 2017 in Review

754 of the 4,011 institutional investors tracked by Wall St. Rank reported a position in Kroger (KR) for Q2 2017, worth a combined $16B — down 25% from $21.2B a quarter earlier.

Sellers outnumbered buyers: 122 funds closed out of KR and 104 opened new positions — a net loss of 18 holders — while 277 trimmed existing stakes and 300 added.

The largest buyer was Aristotle Capital Management, adding an estimated $239M. The largest seller was Capital Research Global Investors, cutting an estimated $787M.

  • 754 institutional investors held Kroger (KR) as of Q2 2017, down from 780 in Q1 2017.
  • Funds reported $16B of Kroger stock for Q2 2017, down 25% quarter-over-quarter.
  • 104 funds opened new Kroger positions in Q2 2017 and 122 closed out, a net change of -18 holders.
  • The largest Kroger buyer in Q2 2017 was Aristotle Capital Management, an estimated $239M added.
  • The largest Kroger seller in Q2 2017 was Capital Research Global Investors, an estimated $787M sold.

Based on aggregated 13F filings for Q2 2017.